See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,220 | $76,000-77.3% | $154,107-88.8% | $64,186-73.2% |
| Participation rate | 86.0% | 70.4%+15.6pp | 83.0%+3.0pp | 69.6%+16.5pp |
| Annual return | -5.60% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,476 | $3,351-55.9% | $5,298-72.1% | $2,381-38.0% |
| Participant deferral / active EE | $2,557 | $3,175-19.5% | $5,081-49.7% | $3,470-26.3% |
| Admin fee / account holder | $2,465 | $5,596-56.0% | $13,411-81.6% | $4,888-49.6% |